This question was raised during our recent webinar:
What can be searched in the spotlight search bar?
Please see the answer in the section below. If you require further assistance, you can either add a comment or log a support ticket here.
0 Votes
Gabrielle Day posted
about 1 month ago
AdminBest Answer
The spotlight search bar at the top of your screen searches across iplicit. You can use it to find:
Screens and pages, by typing the name of the screen or task you want.
Contact accounts, by name. This also returns any documents that include that name in their header description.
Documents, by reference or document number, such as a SIN number. This gives you the most precise results, returning the matching document plus any documents that include that number in their header description.
Search covers a rolling 12 months from the date you search. To find documents older than that, use the relevant enquiry or finder.
Your results will only include records you have access to under your data access control settings.
0 Votes
1 Comments
Gabrielle Dayposted
about 1 month ago
AdminAnswer
The spotlight search bar at the top of your screen searches across iplicit. You can use it to find:
Screens and pages, by typing the name of the screen or task you want.
Contact accounts, by name. This also returns any documents that include that name in their header description.
Documents, by reference or document number, such as a SIN number. This gives you the most precise results, returning the matching document plus any documents that include that number in their header description.
Search covers a rolling 12 months from the date you search. To find documents older than that, use the relevant enquiry or finder.
Your results will only include records you have access to under your data access control settings.
This question was raised during our recent webinar:
What can be searched in the spotlight search bar?
Please see the answer in the section below. If you require further assistance, you can either add a comment or log a support ticket here.
0 Votes
Gabrielle Day posted about 1 month ago Admin Best Answer
The spotlight search bar at the top of your screen searches across iplicit. You can use it to find:
Search covers a rolling 12 months from the date you search. To find documents older than that, use the relevant enquiry or finder.
Your results will only include records you have access to under your data access control settings.
0 Votes
1 Comments
Gabrielle Day posted about 1 month ago Admin Answer
The spotlight search bar at the top of your screen searches across iplicit. You can use it to find:
Search covers a rolling 12 months from the date you search. To find documents older than that, use the relevant enquiry or finder.
Your results will only include records you have access to under your data access control settings.
0 Votes
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